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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
1226
Bridgewater Associates
Bridgewater Associates
Connecticut
$0 -$2.09M 0 – Closed
1227
CIA
Capital Impact Advisors
Massachusetts
$0 -$1.67M 0 – Closed
1228
CCM
Carderock Capital Management
Maryland
$0 -$555K 0 – Closed
1229
CCMINC
Cardinal Capital Management Inc (North Carolina)
North Carolina
$0 -$2.19M 0 – Closed
1230
CK
Carnick & Kubik
Colorado
$0 -$568K 0 – Closed
1231
CCP
Centaur Capital Partners
Texas
$0 -$3.48M 0 – Closed
1232
CBCM
Charter Bridge Capital Management
New York
$0 -$9.98M 0 – Closed
1233
CB
Chemical Bank
Michigan
$0 -$452K 0 – Closed
1234
CL
CIM LLC
New York
$0 -$268K 0 – Closed
1235
CCM
Cobalt Capital Management
New Jersey
$0 -$6.25M 0 – Closed
1236
CCM
Coe Capital Management
Illinois
$0 -$520K 0 – Closed
1237
CCM
Cohen Capital Management
California
$0 -$2.77M 0 – Closed
1238
CCM
Compton Capital Management
Rhode Island
$0 -$264K 0 – Closed
1239
CWM
Confluence Wealth Management
Oregon
$0 -$737K 0 – Closed
1240
Covington Capital Management
Covington Capital Management
California
$0 -$566K 0 – Closed
1241
CII
CR Intrinsic Investors
Connecticut
$0 -$75.7M 0 – Closed
1242
CA
Cullinan Associates
Kentucky
$0 -$2.11M 0 – Closed
1243
CFMC
Curbstone Financial Management Corp
New Hampshire
$0 -$205K 0 – Closed
1244
CCB
Cutter & Co Brokerage
Missouri
$0 -$263K 0 – Closed
1245
DG
Davidson & Garrard
Virginia
$0 -$465K 0 – Closed
1246
DHFB
Dixon Hubard Feinour & Brown
Virginia
$0 -$5.21M 0 – Closed
1247
Exencial Wealth Advisors
Exencial Wealth Advisors
Oklahoma
$0 -$1.97M 0 – Closed
1248
FMW
Farr Miller & Washington
District of Columbia
$0 -$336K 0 – Closed
1249
FA
Financial Advantage
Maryland
$0 -$2.52M 0 – Closed
1250
FBFS
First Business Financial Services
Wisconsin
$0 -$200K 0 – Closed